新相微1亿增资关联方布局AI算力 业绩回暖发力创新研发费增30.36%

Core Viewpoint - The company, Xinxiangwei, is strategically investing in the AI industry chain to capitalize on the explosive growth opportunities presented by artificial intelligence, aiming to create a synergistic ecosystem for new technologies and business models [1][2]. Group 1: Investment and Strategic Moves - Xinxiangwei's wholly-owned subsidiary, Shanghai Xinxiang Technology Co., plans to invest 100 million yuan in Beijing Electronic Intelligence Technology Co., to seize growth opportunities in the AI sector [1]. - The investment aims to build a collaborative ecosystem and foster new technologies and products that align with market trends, ultimately creating more value for the company and its shareholders [2]. - Beijing Electronic Intelligence, established in July 2023, focuses on computing power and has a strong shareholder base, including major players like BOE Technology Group and government funds [2]. Group 2: Financial Performance - In the first half of 2025, Beijing Electronic Intelligence reported revenues of 158 million yuan, a significant increase year-on-year, but incurred a net loss of 101 million yuan [3]. - Xinxiangwei's revenue for the first half of 2025 reached 285 million yuan, reflecting a year-on-year growth of 23.5%, with a net profit of 5.45 million yuan, marking a turnaround from previous losses [4]. Group 3: Innovation and Market Position - Xinxiangwei has been focusing on display chip research and development, with a notable increase in R&D expenses by 30.36%, accounting for 12.85% of its revenue in the first half of 2025 [4]. - The company is actively responding to market demands by increasing production capacity for high-end display chips, which has contributed to revenue growth [4]. - Future plans include a deeper focus on high-end display technologies such as AMOLED and MicroLED, indicating a commitment to innovation in next-generation display solutions [6].